Plans

Free
$0/mo
Free forever
Create free account
  • 5 years of financial statements
  • 3 years of operating KPIs & segments
  • The latest filing, press release & transcript
  • Top 3 superinvestors & top 3 Congress members
  • 1 research report a month
  • 1 watchlist & 2 saved screens
  • 3 downloads a month
  • A ready-made dashboard & charts
Plus
$15$10$1/mo
First month $1, then $15/moFirst month $1, then $120 billed yearly
Upgrade Upgrade
  • 10 years of financial statements
  • 5 years of operating KPIs & segments
  • Every filing, press release & transcript
  • Every superinvestor & Congress member
  • 15 research reports a month
  • 10 watchlists & 10 saved screens
  • Excel company models & 30 downloads a month
  • 10 dashboards & charts
ProPopular
$30$20$5/mo
First month $5, then $30/moFirst month $5, then $240 billed yearly
Upgrade Upgrade
  • 20+ years of financial statements
  • Every year of operating KPIs & segments
  • Transcript audio & filing note quotes
  • Full Congress & insider trade history
  • Unlimited research reports & report builder
  • Unlimited watchlists & screens
  • Full Excel models & unlimited downloads
  • Unlimited dashboards & charts

Compare plans

Questions

Do I need an account?

No. Company pages, the screener and markets work without one. You only sign up to save something.

What happens after the first month?

A month after you start, your plan's full price is charged: monthly, or the whole year on a yearly plan. Cancel before then and you pay nothing more and move to Free; nothing is deleted.

Can I get a refund?

Yearly plans: yes, if you ask within 30 days of a purchase or renewal. Monthly plans aren't refundable; cancel any time to stop the next renewal. Lifetime is a one-time final sale, and AI credits are non-refundable. More in the FAQ.

What happens to Lifetime Pro if Investingly shuts down?

You'd get at least 60 days' notice and can download your data from Settings. Your lifetime payment is refunded for the unused part of five years: $399 less $6.65 for each month since you bought it, so nothing is owed after five years.

Plus or Pro?

Plus is for saving and following your stocks: more lists, alerts and history. Pro adds the depth: full history, transcripts you can listen to, CSV exports and the report builder. Switch any time in Settings.

Can I switch from monthly to yearly?

Yes. In Settings › Plan & billing, choose yearly. Stripe shows exactly what you'll be charged, with any unused time credited, before you confirm.

Can I change or cancel my plan?

Any time, in Settings › Plan & billing. Moving between Plus and Pro: Stripe shows exactly what you'll be charged or credited before you confirm. Cancelling stops the next renewal; you keep your plan until the end of the period you've paid for, and nothing is deleted.

Will my plan renew automatically?

Yes. Monthly plans renew every month and yearly plans every year, on the card you paid with, until you cancel. Lifetime is one payment and never renews.

Are ETF and fund pages included?

Fund pages, with performance, fees, exposure and similar funds, are on every plan. A fund's full holdings list and what changed each quarter are part of Plus and Pro.

How do I pay?

By card through Stripe's secure checkout; we never see or store your card number. Invoices and card changes are in Settings › Plan & billing.

Monthly, yearly or lifetime?

Plus is $15 a month or $120 a year. Pro is $30 a month, or $240 a year ($20 a month, $120 less). Lifetime is Pro only: one $399 payment and a final sale (no refunds). Checkout and billing run through Stripe.

Not investment advice. Data may be delayed or inaccurate.